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PSUF

People's United Financial Portfolio holdings

AUM $3.51B
1-Year Est. Return 12.24%
This Fund
S&P 500
This Quarter Est. Return
-5.88%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.76B
AUM Growth
-$134M
Cap. Flow
-$5.66M
Cap. Flow %
-0.32%
Top 10 Hldgs %
22.06%
Holding
919
New
82
Increased
199
Reduced
300
Closed
31

Top Buys

Rank Stock Value
1
DIS icon
Walt Disney
DIS
+$9.03M
2
HON icon
Honeywell
HON
+$8.26M
3
AAPL icon
Apple
AAPL
+$8.18M
4
KEY icon
KeyCorp
KEY
+$4.52M
5
TGNA
TEGNA Inc
TGNA
+$2.22M

Top Sells

Rank Stock Value
1
OMC icon
Omnicom Group
OMC
+$7.15M
2
LUV icon
Southwest Airlines
LUV
+$5.77M
3
COP icon
ConocoPhillips
COP
+$5.39M
4
CB
CHUBB CORPORATION
CB
+$2.75M
5
IRM icon
Iron Mountain
IRM
+$2.71M

Sector Composition

Rank Sector Weight
1 Healthcare 16.62%
2 Technology 16.13%
3 Financials 13.51%
4 Industrials 11.01%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RES icon
826
RPC Inc
RES
$1.36B
$2K ﹤0.01%
187
– –
STLD icon
827
Steel Dynamics
STLD
$38.5B
$2K ﹤0.01%
96
– –
TEX icon
828
Terex
TEX
$7.58B
$2K ﹤0.01%
100
– –
WBD icon
829
Warner Bros
WBD
$67.4B
$2K ﹤0.01%
65
– –
TTM
830
DELISTED
Tata Motors Limited
TTM
$2K ﹤0.01%
+105
New +$2.88K
RJI
831
DELISTED
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
$2K ﹤0.01%
+332
New +$1.81K
DISCK
832
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$2K ﹤0.01%
65
– –
NAV
833
DELISTED
Navistar International
NAV
$2K ﹤0.01%
194
– –
KOL
834
DELISTED
VanEck Vectors Coal ETF
KOL
$2K ﹤0.01%
20
– –
VIAB
835
DELISTED
Viacom Inc. Class B
VIAB
$2K ﹤0.01%
37
– –
LINE
836
DELISTED
LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS
LINE
$2K ﹤0.01%
585
– –
JTP
837
DELISTED
NUVEEN QUALITY PFD INCOME FD
JTP
$2K ﹤0.01%
250
– –
RXII
838
DELISTED
GALENA BIOPHARMA INC COM
RXII
$2K ﹤0.01%
+1,000
New +$2K
BSX icon
839
Boston Scientific
BSX
$73.1B
$1K ﹤0.01%
78
– –
DBEF icon
840
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.39B
$1K ﹤0.01%
+25
New +$702
EA
841
DELISTED
Electronic Arts
EA
$1K ﹤0.01%
18
– –
EWL icon
842
iShares MSCI Switzerland ETF
EWL
$2.24B
$1K ﹤0.01%
+31
New +$1.01K
EWU icon
843
iShares MSCI United Kingdom ETF
EWU
$4.15B
$1K ﹤0.01%
+32
New +$1.13K
GGB icon
844
Gerdau
GGB
$9.74B
$1K ﹤0.01%
756
– –
GRPN icon
845
Groupon
GRPN
$933M
$1K ﹤0.01%
10
– –
HEDJ icon
846
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
$1K ﹤0.01%
+44
New +$1.32K
ILF icon
847
iShares Latin America 40 ETF
ILF
$3.81B
$1K ﹤0.01%
50
– –
LRCX icon
848
Lam Research
LRCX
$383B
$1K ﹤0.01%
120
– –
MRVL icon
849
Marvell Technology
MRVL
$187B
$1K ﹤0.01%
125
– –
NCV
850
Virtus Convertible & Income Fund
NCV
$391M
$1K ﹤0.01%
50
– –
32 33
34
35 36

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BAM
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ACI
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ACM
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MXM
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OSIA
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People's United Financial's Q3 2015 Portfolio in Review

As of Q3 2015, People's United Financial held 919 positions worth $1.76B, down 7.1% from $1.9B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

People's United Financial's Q3 2015 filing shows 82 new, 199 increased, 300 reduced and 31 closed positions. Its largest new stake was Kraft Heinz: 29,136 shares worth $2.06M. The largest sale was Omnicom Group, an estimated $7.15M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, down from 17% a quarter earlier, followed by Technology and Financials.

  • People's United Financial's largest Q3 2015 buy was Kraft Heinz: 29,136 shares worth $2.06M.
  • People's United Financial added most to Walt Disney in Q3 2015, an estimated $9.03M increase.
  • People's United Financial's biggest Q3 2015 reduction was Omnicom Group, cutting an estimated $7.15M.
  • People's United Financial fully exited KRAFT FOODS GROUP INC COM STK (VA) in Q3 2015, selling an estimated $2.33M.
  • People's United Financial's ten largest holdings make up 22% of its $1.76B portfolio in Q3 2015.
  • People's United Financial opened 82 new positions and closed 31 in Q3 2015.
  • People's United Financial's portfolio value fell 7.1% quarter-over-quarter to $1.76B.

Based on People's United Financial's 13F filing for Q3 2015, filed 13 Nov 2015.